+1,573.4%
IBKR vs PODD
+692.2%
+881.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | -0.5% |
| 7D | -3.8% | -10.6% | +6.8% | -1.8% |
| 30D | -0.3% | -6.9% | +6.6% | +0.9% |
| 3M | +4.8% | -10.6% | +15.4% | +5.9% |
| 6M | +30.8% | -43.5% | +74.3% | +43.3% |
| YTD | +39.5% | -52.6% | +92.1% | +58.0% |
| 1Y | +43.7% | -60.1% | +103.8% | +68.0% |
| 3Y | +284.7% | -21.7% | +306.3% | +285.4% |
| 5Y | +484.9% | -54.6% | +539.5% | +530.7% |
| 10Y | +980.8% | +228.2% | +752.7% | +638.2% |
| All | +1,573.4% | +692.2% | +881.2% | +597.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling